HCMKX : HCM Income Plus Fund Investor Class Shares

HCMKX is a Allocation Market All-In-One with HIGH fees.

HCMKX

HCM Income Plus Fund Investor Class Shares

FI Score

18 /100

Expense Ratio Rating

0 /10

Expense Rating

0 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

18% FI Score
  • hcmkx
  • Mutual Fund
  • Allocation
  • All-In-One

HCM Income Plus Fund Investor Class Shares

Expenses: 2.21% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why »

Fund Summary

The investment seeks total return. The fund seeks to achieve its investment objective through investments in exchange traded funds ("ETFs") that invest in foreign (including emerging markets) and domestic (i) equity securities of any market capitalization and (ii) fixed income securities of any maturity, duration and credit quality (including "junk bonds"). The Advisor will maintain the ability to invest a large percentage the fund's holdings in one asset class of the market.

Largest Holdings

Amount Holding
18.74% WisdomTree Floating Rate Treasury ETF
18.73% SPDR® Blmbg Barclays 1-3 Mth T-Bill ETF
13.18% Invesco QQQ Trust
10.53% iShares Convertible Bond ETF

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